RWPA
QQQH

Richard W. Paul & Associates’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History

Richard W. Paul & Associates’s Portfolio QQQH Stock Details QQQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-867
Closed -$32.1K – 569
2022
Q4 		$32.1K Buy
+867
New +$33.1K 0.02% 235

Other funds holding QQQH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Richard W. Paul & Associates's QQQH Position: Q1 2023 in Review

Richard W. Paul & Associates sold out of NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) in Q1 2023, closing a stake of 867 shares — an estimated $32.1K sold.

Richard W. Paul & Associates first reported a position in QQQH in Q4 2022 and held it in 1 quarter. The position peaked at $32.1K in Q4 2022. 67 funds tracked by Wall St. Rank hold QQQH as of Q1 2023.

  • Richard W. Paul & Associates reported no remaining NEOS Nasdaq-100 Hedged Equity Income ETF position as of Q1 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 867 NEOS Nasdaq-100 Hedged Equity Income ETF shares in Q1 2023, an estimated $32.1K.
  • Richard W. Paul & Associates first reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF in Q4 2022 and held it in 1 quarter.
  • Richard W. Paul & Associates's NEOS Nasdaq-100 Hedged Equity Income ETF position peaked at $32.1K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held NEOS Nasdaq-100 Hedged Equity Income ETF as of Q1 2023.

Based on Richard W. Paul & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.